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Nonprofiteer
← OSTEOSARCOMA INSTITUTE

Form 990 for tax year 2022

Filed by OSTEOSARCOMA INSTITUTE.

Totals

Total revenue
$749,958
Total expenses
$1,383,306
Contributions and grants received
$742,858
Grants paid
$605,000
Program service revenue
$0
Investment income
$7,100
Other revenue
$0
Total assets, end of year
$6,110,939
Total liabilities, end of year
$14,016
Net assets or fund balances, end of year
$6,096,923
Program services expenses (Part IX)
$987,430
Management and general expenses
$117,577
Fundraising expenses
$278,299
Program service expenses (Part III)
$987,430

Program services were 71.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $742,858

  • 3 · Investment income

    total $7,100 · excluded $7,100

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $605,000 · program services $605,000

  • 5 · Compensation of officers, directors and key employees

    total $193,545 · program services $193,545

  • 7 · Other salaries and wages

    total $164,353 · program services $69,000 · fundraising $95,353

  • 8 · Pension plan contributions

    total $4,227 · program services $1,844 · fundraising $2,383

  • 9 · Other employee benefits

    total $10,476 · program services $1,811 · fundraising $8,665

  • 10 · Payroll taxes

    total $12,537 · program services $5,279 · fundraising $7,258

  • 11a · Fees: management

    total $73,500 · program services $73,500

  • 11b · Fees: legal

    total $4,362 · program services $4,362

  • 11c · Fees: accounting

    total $8,994 · management and general $8,994

  • 12 · Advertising and promotion

    total $209,585 · management and general $72,348 · fundraising $137,237

  • 13 · Office expenses

    total $34,354 · management and general $18,681 · fundraising $15,673

  • 14 · Information technology

    total $11,156 · management and general $3,885 · fundraising $7,271

  • 17 · Travel

    total $3,474 · management and general $1,648 · fundraising $1,826

  • 19 · Conferences, conventions and meetings

    total $32,995 · program services $32,995

  • 23 · Insurance

    total $4,227 · management and general $3,639 · fundraising $588

  • 24a · Other expenses: DUES AND MEMBERSHIPS

    total $10,465 · program services $38 · management and general $8,382 · fundraising $2,045

  • 24b · Other expenses: OTHER EXPENSES

    total $56 · program services $56

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $228,387 · end of year $477,957

  • 2 · Savings and temporary cash investments

    beginning of year $1,826,504 · end of year $2,975,000

  • 3 · Pledges and grants receivable

    beginning of year $4,690,880 · end of year $2,657,982

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,500 · end of year $14,016

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $6,730,271 · end of year $6,096,923

Mission and programs · 2022

Mission

THE OSTEOSARCOMA INSTITUTE WILL DEVELOP AND EXECUTE A COMPREHENSIVE, RATIONAL STRATEGY TO DRAMATICALLY IMPROVE THE LIFE EXPECTANCY OF RELAPSED AND METASTATIC OSTEOSARCOMA PATIENTS.

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND GRANTS FOR A TOTAL OF $404,411 TRANSLATIONAL SCIENCE GRANT AGREEMENTS WITH THE UNIVERSITY OF MINNESOTA. $200,000 OF THIS WAS FUNDED IN 2022.

    Expenses $200,000 · Grants $200,000

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND GRANTS FOR A TOTAL OF $560,000 PRECLINICAL AND TRANSLATIONAL SCIENCE GRANT AGREEMENTS WITH UNIVERSITY OF CALIFORNIA, SAN FRANCISCO. $185,000 OF THIS WAS FUNDED IN 2022.

    Expenses $185,000 · Grants $185,000

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND TWO GRANTS FOR A TOTAL OF $1,300,000 FOR A CLINICAL TRIAL AND CORRELATIVE STUDY WITH THE DANA FARBER CANCER INSTITUTE. $165,000 OF THIS WAS FUNDED IN 2022.

    Expenses $165,000 · Grants $165,000

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND GRANTS FOR A TOTAL OF $700,000 FOR CLINICAL TRIAL AND TRANSLATIONAL SCIENCE GRANT AGREEMENTS WITH THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER. $55,000 OF THIS WAS FUNDED IN 2022.

    Expenses $437,430 · Grants $55,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lee Helman

    INSTITUTE DIRECTOR

    Total calculated
    $193,545
    From this org
    $193,545
    From related orgs
    $0
    Other
    $0
    Hours/week
    16

    Schedule J breakdown matched by us

    Base
    $193,545
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $193,545

  • McHenry Tichenor Jr

    CHAIR OF BOARD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    40

  • Mary Katherine Clarke

    BOARD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    2

  • Lisa Tichenor

    BOARD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    2

  • Bret Alexander

    FORMER CHAIR OF BOARD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202313149349304391

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